Brian joined the firm in 2017 and serves as a Financial Planning Analyst. He collaborates with advisors and analysts to prepare financial plans and investment reviews. Brian is currently studying and pursuing his Series 65 license and the Certified Financial Planner designation. He brings with him three years of financial service experience from working as a para planner with advisors, monitoring portfolios, servicing accounts, and working on policies and procedures.
Brian earned a Bachelor of Business Administration in Corporate Finance and Financial Planning from the University of Akron in 2016. He resides in Cuyahoga Falls and enjoys hiking, fishing, and spending time with family and friends.